Merrill Launches Virtual Video Studio for Financial Advisors

February 14, 2023 at 9:00 AM Eastern

NEW YORK, NY – Today, Merrill announced the launch of Merrill Video Pro, a virtual video studio for financial advisors to create content and connect with clients and prospects at scale.

Modernizing advisor connections with clients and prospects with Merrill Video Pro Modernizing advisor connections with clients and prospects with Merrill Video Pro

[Music with unintelligible lyrics throughout]

On screen copy:

[Merrill® logo]

Please see important information at the end of this video.

On screen copy:

Video Pro

[Text splits to show phone with Judith Lee video playing in a social media window] On screen copy:

A turnkey

video creation tool for advisors

On screen copy:

Only from Merrill

[Scrolling through “My Videos” page on Merrill site] On screen copy:

Create your own videos

[Quick flash to “Create New Video” button being activated on Merrill site] On screen copy:

Choose insightful topics

[Scroll through of Template Library, with certain templates highlighted and popped forward] On screen copy:

Record

On screen copy:

and share your videos

On screen copy:

Like a Pro

[Camera moves toward Judith Lee video on desktop]

Judith Lee: We can help you prepare for the financial future you envision...

[Phone screen of Nedra Agnew’s LinkedIn]

On screen copy:

Connect with prospects

[Nestor Vicknair Advisor Video from Merrill Site]

On screen copy:

Deepen relationships

[Woman in computer screen]

On screen copy:

Grow your business

On screen copy:

Put the power of video To work for you

On screen copy:

Like a Pro With Video Pro

On screen copy:

[Bank of America® logo]

What would you like the power to do?

On screen copy:

[Merrill® logo]


“Video is an engaging medium for advisors to connect in a modern, simple way,” said Kirstin Hill, Chief Operating Officer at Merrill Wealth Management. “The new tool is the latest example of how Merrill is modernizing the way advisors communicate with clients and connect with prospects.”

Following the recent launch of Merrill Advisor Match, Merrill Video Pro enables advisors to create videos using an ever-expanding library of customizable content on topics including: managing retirement goals, wealth transfer strategies, navigating markets during turbulent times, and more. Customized videos can then easily be shared through e-mail, LinkedIn and on an advisor’s website, as well as incorporated into events and seminars.

Bank of America

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 68 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 56 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).

Reporters may contact:

Julia Ehrenfeld, Bank of America
Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com

MAP #5455593

What would you like the power to do?